large language model
also referred to as: large language models · llm
5 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →
Everything said about large language model, oldest first
Oct 11, 2024 positive
Incumbent software systems will capture AI value through existing data gravity
“So I think if that happens and that's what the world looks like, then a LLM looks kind of like a query processor in a database. You give it context, it does its work, you get the answer out. But the point of leverage is the place with, at which the context Liv…”
Oct 16, 2024 bullish
Deep vertical software will survive displacement by AI large language models
“If you get within these like deep vertical workflows and very industry specific software will persist and ultimately it's hard to compete with if you're just trying to use large language models or code generators to try and compete. Like I think, I still think…”
Feb 21, 2025
Oct 10, 2025 bearish
Feb 5, 2026 bearish
Das: At least 90% of AI startups are just modifying LLM prompts
“And if you prod deep enough, I would say for at least 90% of companies, they're actually just, like, changing a prompt on an LLM, right? And then they're pitching all of this other stuff that they hope exists or want to believe. Could be the future of what the…”